Sjwwalsh's Net Worth for January 2011


Assets Value Change ($) Change (%)
Cash $11,939 $299 2.57%
Stocks $39,141 $237 0.61%
Bonds $0 - -
Annuities $0 - -
Retirement $49,411 $14,484 41.47%
Home $0 - -
Other Real Estate $0 - -
Cars $4,600 ($75) (1.60%)
Personal Property $0 - -
Other Assets $2,668 $20 0.76%
$107,759 $14,965 16.13%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $7,804 $118 1.54%
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $7,804 $118 1.54%
Net Worth $99,955 $14,847 17.44%
*All values shown in USD ($)
Notes:
My lump sum pension kicked in as of the 31st, nice to finally have that money! Fortunately/Unfortunately, this will probably be near the peak of my net worth until the end of the year as I will be incurring student loan debt from now until August. Not a bad start though! Breakdown of Assets Cash: Savings in an ING account, I don't include checking balance here since the money is already planned for bills. Stocks: Mutual funds Retirement: Company 401k, IRA fund, and lump sum pension Cars: 2004 Honda Civic, value determined at kbb.com Other Assets: Stocks and options Goals: Dec 2009 Net Worth (age 26): $50,000 (actual $58,168) Dec 2010 Net Worth (age 27): $80,000 (actual $85,184) Dec 2011 Net Worth (age 28): $105,000

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